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Name: |
BURNS WEALTH MANAGEMENT, INC. |
City: |
OKLAHOMA CITY |
State: |
OK |
Zip: |
73131 |
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Holdings
Found :
16 |
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Unchanged Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
SBR |
Sabine Royalty Trust |
301 |
- |
$62.88 |
$759,000 |
12,007 |
0.03% |
-54,000 |
0 |
0.082 |
Diversified Investments |
|
RWR |
Dow Jones Wilshire REIT |
355 |
- |
$91.81 |
$478,000 |
5,070 |
0.02% |
-5,000 |
0 |
0.038 |
Closed - End Fund - E... |
|
TWOK |
Spdr Russell 2000 |
367 |
- |
$42.62 |
$458,000 |
10,642 |
0.02% |
9,000 |
0 |
0.001 |
N/A |
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TMF |
Direxion Shares Exchange Tr... |
373 |
- |
$5.43 |
$436,000 |
8,000 |
0.02% |
-81,000 |
0 |
0 |
Closed - End Fund - Debt |
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IWW |
iShares Russell 3000 Value |
390 |
- |
$89.71 |
$407,000 |
4,496 |
0.02% |
28,000 |
0 |
0.001 |
Closed - End Fund - E... |
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PZA |
Invesco National AMT-Free M... |
402 |
- |
$23.56 |
$381,000 |
15,985 |
0.01% |
-6,000 |
0 |
0.02 |
Meat Products |
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PRFZ |
Invesco FTSE RAFI US 1500 S... |
411 |
- |
$36.72 |
$364,000 |
9,270 |
0.01% |
16,000 |
0 |
0.01 |
Closed - End Fund - E... |
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VONG |
Vanguard Russell 1000 Growt... |
424 |
- |
$88.59 |
$305,000 |
3,521 |
0.01% |
30,000 |
0 |
0 |
N/A |
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FENY |
Fidelity MSCI Energy Index |
425 |
- |
$25.34 |
$304,000 |
11,765 |
0.01% |
33,000 |
0 |
0.022 |
N/A |
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EWCO |
Invesco S&p 500 Equal Weigh... |
429 |
- |
$0.00 |
$295,000 |
9,883 |
0.01% |
5,000 |
0 |
0.11 |
N/A |
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EZM |
WisdomTree MidCap Earnings |
436 |
- |
$59.47 |
$279,000 |
4,575 |
0.01% |
16,000 |
0 |
0.032 |
Closed - End Fund - Debt |
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EWL |
iShares Switzerland Index Fd |
456 |
- |
$48.31 |
$252,000 |
5,304 |
0.01% |
-4,000 |
0 |
0.013 |
Closed - End Fund - E... |
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CMF |
iShares S&P CA AMT-Free Mun... |
458 |
- |
$56.77 |
$247,000 |
4,292 |
0.01% |
-2,000 |
0 |
0.005 |
N/A |
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NGL |
Ngl Energy Partners Lp |
461 |
- |
$5.64 |
$235,000 |
40,862 |
0.01% |
7,000 |
0 |
0.032 |
Independent Oil & Gas |
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PRF |
Invesco FTSE RAFI US |
471 |
- |
$36.69 |
$222,000 |
5,780 |
0.01% |
19,000 |
0 |
0.003 |
Closed - End Fund - E... |
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NG |
NovaGold Resources Inc (USA) |
485 |
- |
$3.58 |
$98,000 |
32,800 |
0% |
-25,000 |
0 |
0.01 |
Gold |
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